A strong planning process is the best way to create a more financially secure plan. It is crucial to create a portfolio that seeks to protect your needs now, that takes into account the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time that will grow & build wealth for you and your family.

I have established a basic process to do this based on three principles of financial security:

1. NO DEBT! A debtor is a slave to the lender - Proverbs 22:7 (NIV) Darden shares the feelings Dave Ramsey and Larry Burkett have about debt.
2. Asset Protection: Risk management personalized to fit your circumstances.
3. Wealth Creation: Attainment of financial goals.

Using these key aspects as a foundation, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams & retirement. Your plan will entail regular review of ongoing financial management strategies.